Patten Group’s Ingles Markets IMKTA Stock Holding History

Patten Group’s Portfolio IMKTA Stock Details IMKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-50	Closed	-$1K	–	364
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	569
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	646
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	623
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	543
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	583
2017 Q3	$1K	Hold	50	–	–	﹤0.01%	619
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	627
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	595
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	566
2016 Q3	$1.99K	Hold	50	–	–	﹤0.01%	590
2016 Q2	$1.86K	Hold	50	–	–	﹤0.01%	589
2016 Q1	$1.88K	Hold	50	–	–	﹤0.01%	615
2015 Q4	$2.2K	Hold	50	–	–	﹤0.01%	634
2015 Q3	$2.39K	Hold	50	–	–	﹤0.01%	542
2015 Q2	$2.39K	Buy	+50	New	+$2.41K	﹤0.01%	555

Other funds holding IMKTA

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return